Financial Advocates Investment Management’s Inspire Corporate Bond ETF IBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
22,814
+4,529
| +25% | +$109K | 0.04% | 337 |
|
|
2025
Q1 | $434K | Sell |
18,285
-786
| -4% | -$18.7K | 0.03% | 453 |
|
|
2024
Q4 | $447K | Sell |
19,071
-1,092
| -5% | -$25.6K | 0.03% | 487 |
|
|
2024
Q3 | $486K | Sell |
20,163
-398
| -2% | -$9.58K | 0.03% | 463 |
|
|
2024
Q2 | $479K | Sell |
20,561
-36
| -0.2% | -$840 | 0.03% | 443 |
|
|
2024
Q1 | $484K | Sell |
20,597
-1,122
| -5% | -$26.3K | 0.03% | 458 |
|
|
2023
Q4 | $512K | Buy |
21,719
+69
| +0.3% | +$1.63K | 0.03% | 423 |
|
|
2023
Q3 | $490K | Sell |
21,650
-524
| -2% | -$11.9K | 0.04% | 416 |
|
|
2023
Q2 | $512K | Sell |
22,174
-600
| -3% | -$13.9K | 0.04% | 396 |
|
|
2023
Q1 | $533K | Sell |
22,774
-1,198
| -5% | -$28K | 0.04% | 409 |
|
|
2022
Q4 | $552K | Sell |
23,972
-3,165
| -12% | -$72.9K | 0.04% | 421 |
|
|
2022
Q3 | $614K | Sell |
27,137
-2,787
| -9% | -$63.1K | 0.05% | 356 |
|
|
2022
Q2 | $700K | Sell |
29,924
-4,983
| -14% | -$117K | 0.06% | 327 |
|
|
2022
Q1 | $851K | Buy |
34,907
+140
| +0.4% | +$3.41K | 0.06% | 329 |
|
|
2021
Q4 | $895K | Sell |
34,767
-412
| -1% | -$10.6K | 0.06% | 340 |
|
|
2021
Q3 | $920K | Buy |
35,179
+705
| +2% | +$18.4K | 0.06% | 328 |
|
|
2021
Q2 | $906K | Sell |
34,474
-334
| -1% | -$8.78K | 0.06% | 329 |
|
|
2021
Q1 | $900K | Buy |
34,808
+235
| +0.7% | +$6.08K | 0.06% | 332 |
|
|
2020
Q4 | $919K | Sell |
34,573
-2,364
| -6% | -$62.8K | 0.06% | 318 |
|
|
2020
Q3 | $971K | Buy |
36,937
+1,671
| +5% | +$43.9K | 0.08% | 247 |
|
|
2020
Q2 | $928K | Buy |
35,266
+1,630
| +5% | +$42.9K | 0.09% | 251 |
|
|
2020
Q1 | $819K | Sell |
33,636
-1,559
| -4% | -$38K | 0.12% | 202 |
|
|
2019
Q4 | $905K | Buy |
35,195
+9,896
| +39% | +$254K | 0.1% | 222 |
|
|
2019
Q3 | $650K | Buy |
+25,299
| New | +$650K | 0.07% | 248 |
|